Top 7 Ford Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SER TR | 20.99% | 12.2K | $495K | -98.55%(-825.46K) | — | 2023-03-31 | |
| SPYG | SPDR SER TR | 16.25% | 6.9K | $383K | -98.55%(-470.76K) | — | 2023-03-31 | |
| NTSX | WISDOMTREE TR | 14.58% | 9.8K | $344K | -68.02%(-20.86K) | — | 2023-03-31 | |
| SLYV | SPDR SER TR | 12.69% | 3.9K | $299K | -98.02%(-194.87K) | — | 2023-03-31 | |
| SPTM | SPDR SER TR | 12.34% | 5.8K | $291K | -97.86%(-263.77K) | — | 2023-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 11.87% | 684 | $280K | -83.33%(-3.42K) | — | 2023-03-31 | |
| VTI | VANGUARD INDEX FDS | 11.27% | 1.3K | $266K | -97.33%(-47.53K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Ford Financial Group, Llc reports $2.36M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are SPYV (21.0%), SPYG (16.3%) and NTSX (14.6%). Figures reflect the Q1 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ford Financial Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730887). View Ford Financial Group, Llc’s 13F filings on SEC